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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-16 |
| MI | RA | APPROVED | 2013-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 06/2013 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 12/2016 | Present |
I*4497292 Entity Type: Fiduciary role Name of OBA: E. M. B. TTEE B. C B. TTEE U/A DTD 10/20/2020 Address: Grand Rapids, Michigan, 49506 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/23/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Self and Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-29 |
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